Financial Seminars

Our financial workshops cover a variety of topics from basic investing to analyzing financial statements. Choose which seminars you need to stay on top of your finances!

Reading & Analyzing Financial Statements

Many investors get information from companies they have invested in but don't have the foggiest idea how to read the financial statements. This seminar will guide you through the three basic statements and their notes, examining the information and what it means to the average investor. Time permitting, some ratio analysis will be used to further glean information on the financial wellbeing of the company.

Investing Basics and What the Broker is Telling You

Shares, bonds, mutual funds, trusts - what am I getting into when I invest. This seminar covers some investing basics from opening an account, choosing the type of account, getting started in choosing investments and the types of orders. Time permitting we will examine analysts reports on various investments.

Behavioral Finance

Hot tips and cold feet. Sometimes we know that we just should sell those shares, but we just can't - and in some cases, we decide to buy more! In other cases, we buy based on rumor and innuendo. Why do we sometimes make poor investment decisions and what can we do to recognize and resist these behaviors?